We are friendly and caring, experienced experts and efficient: a safe pair of hands for your family’s future.
The firm provides retirement planning together with wealth and investments advice, with a focus on harnessing the long-term returns of stocks and shares for your benefit.
Get in touch today and see how we can help you!
Wake Up Your Wealth LLP is authorised and regulated by the Financial Conduct Authority. FCA number 746535 and Company number OC404121
We help people retire earlier and wealthier. You need to be confident you have enough before you cease work, but you can’t take it with you so don’t be afraid to enjoy your money while you’re young enough.
If you have question about your retirement, why not call Greg?
Retirement is a big step: think it through, be realistic, and get used to the idea. You might want to consolidate your pensions, or maximise your tax savings, or you might need to judge how much you can take out to spend?
The same goes for investing your money or leaving it to your children – take it step by step.
Step 1 is to set your objectives. How much have I got? When should I take it? What about tax? Will I need a new pension? What about all my old pensions? How much does it all cost?
These are all things that can be talked through and agreed upon.
Step 2 is to work out the plan. Greg will set out all the information you need in a simple, easy to read format. Then you can talk through the details and agree how to proceed. There are various retirement solutions which can read more about.
Greg and Charlotte have worked with pensions for over 20 years, and there is little they haven’t seen or done before. They have held investors hands through stock market crashes and bond market bubbles; they have advised on the effects of births, deaths, marriages and divorces; they have met investors with bankruptcies, windfalls, redundancy and fraud.
Big or small, there’s always something they can do to help.
Greg is a Fellow of the Personal Finance Society, which few advisers are, so you can be assured of the expertise required.
As a small, locally run business, we keep our bureaucracy down and our efficiency up. In an industry with a reputation for slow service, you can be confident we will act as soon as we can.
Step 3 is to manage your risks.
What if the money goes down? What if I get made redundant? Or one of us dies?
Investing sensibly and spending wisely will always stand you in good stead, but you need to have contingencies for unexpected shocks. Greg can help identify these and will guide through alternative options if things don’t go the way you’d hoped.
Regular review, and updating of your plan, keeps it on track. Maintaining a disciplined process, having faith in the markets and showing tenacity I the face of adversity will help see you through – keep calm and let the investments do their job for you.
Step 4 is to deliver results. Wake up your Wealth are committed to seeing it through with our investors. Delivering an expected return can be a bumpy ride but, with sufficient time, diligence and commitment, the basic tenets of how investment markets work will deliver for you and your family.
Send Greg a message via our Contact Form now.
Greg says: “For most people I meet, retirement is still just a nice idea and they don’t really know what to make of it, or what it might be like.
By the time their retirement plan is delivering for them, they don’t know how they ever had time for work, and life is a pleasure every day.”
“For most people I meet, retirement is still just a nice idea and they don’t really know what to make of it, or what it might be like.
By the time their retirement plan is delivering for them, they don’t know how they ever had time for work, and life is a pleasure every day”